Investors who work with advisors have higher participation rates and assets in registered savings plans than non-advised households
Strategy must recognize the value of advice
Events in Europe led to asset growth being essentially flat
Customized approach using mutual funds more effective than the “one-size fits all” approach of DB plans, industry group says
Current regulations regard calls to existing insurance clients differently from calls to investment clients
Submission to Manitoba government reiterates IFIC’s recommendations to other provinces
In submissions on retirement savings programs, group calls for changes
Balanced and fixed income funds dominate sales in March
Same rules should apply to insurance products and services
Dynamic, Fidelity lead monthly net sales